Podcasts about referrals

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Master coach and president of Own Up!, Jennifer T. Long shares practical steps and mindsets to help ensure the people you rely on are accountable. Learn more at https://accountabilityatwork.com/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Title: From Events to Explosive Growth: Danny Baron's Exact Referral Blueprint Host: Michael J. Maher Guest: Danny Baron Description: In this powerful rebroadcast, Michael sits down with Danny Baron—an agent who calls himself the best case study of (7L) implementation, and he just might be right. With only four years in the business, Danny has built a thriving referral-based business helping hundreds of clients each year. His secret? Four strategic appreciation events that create connection, loyalty, and massive referral momentum. Listen in as Danny shares his event blueprint, mindset shifts, and step-by-step approach to sustainable growth through generosity. (7L) Referral Strategies and Podcast Topics: Events, Ambassador, Appreciation, Client Experience, Event Mastery Special Offer: Ready to build your own referral-generating event plan? The next Event Mastery class starts June 3! Learn how to create impactful, relationship-building events that generate consistent referrals. Register now at www.EventMastery.com

Ready to unlock the secrets of successful entrepreneurship? Join me and LuAnn Nigara as we dive into the 10 essential principles that every entrepreneur should embrace. With decades of experience and over 1,100 podcast episodes under her belt, LuAnn offers invaluable insights that can help you elevate your business. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/362

Often people feel as if they cannot make a difference and have little influence on the world or their network. Social science research, however, tells a different story. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

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Adding value to clients is a core value over here at the Efficient Advisor. Today's episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we're looking for two things… 1) How much impact does it actually have on your clients?... and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today's guest, Blake Brewer, is something really special. He's on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients' lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It's that cool. And, at the end of the episode I'm going to share with you how I would create a process around this value add and how I would incorporate this into my business themes to increase my client impact. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about adding maximum value and impact….Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

In this powerhouse panel hosted by Faith Crosgrove and Alex Chrisman, real estate leaders Katie O'Keefe and Carlos Pichardo reveal the secrets behind building a thriving referral-based real estate business. From the value of community involvement to the role of CRMs, events, and digital tools, this episode is packed with actionable advice for agents at every stage. Whether you're new to the industry or ready to scale your brokerage, you'll learn exactly how to deepen relationships and keep referrals flowing.   What you'll learn from this episode Strategies to build trust through consistent client engagement and value-driven follow-up Why community involvement and charity events generate long-term referrals The art of asking for business without sounding salesy Tech tools, CRMs, and AI platforms that keep you top of mind How to future-proof your business in a rapidly changing real estate landscape   Resources mentioned in this episode Business Network International ChatGPT Homebot myhomeIQ Raving Fans by Ken Blanchard and Sheldon Bowles | Paperback and Hardcover The Millionaire Real Estate Agent by Gary Keller | Paperback and Kindle   About Katie O'KeefeKatie O'Keefe, owner and broker of Dream Realty, has been helping buyers and sellers achieve their real estate goals for over 20 years. With a passion for people and a deep understanding of the market, Katie specializes in making the buying or selling process enjoyable, empowering, and far less overwhelming. Her boutique approach allows for exceptional service and competitive commission rates, all while turning clients into lifelong friends.   About Carlos PichardoCarlos Pichardo is the broker-owner of CAP Real Estate in the DMV area, DC, Maryland, Virginia, and an expert in referral growth, client education, and first-time homebuyer programs. With a background in telecom and a strong reputation for service, Carlos has become the go-to agent for multigenerational families.   Connect with Katie Website: Dream Realty LinkedIn: Katie O Keefe   Connect with Carlos Website: CAP Real Estate, LLC LinkedIn: Carlos Pichardo   Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

Title: From Events to Explosive Growth: Danny Baron's Exact Referral Blueprint Host: Michael J. Maher Guest: Danny Baron Description: In this powerful rebroadcast, Michael sits down with Danny Baron—an agent who calls himself the best case study of (7L) implementation, and he just might be right. With only four years in the business, Danny has built a thriving referral-based business helping hundreds of clients each year. His secret? Four strategic appreciation events that create connection, loyalty, and massive referral momentum. Listen in as Danny shares his event blueprint, mindset shifts, and step-by-step approach to sustainable growth through generosity. (7L) Referral Strategies and Podcast Topics: Events, Ambassador, Appreciation, Client Experience, Event Mastery Special Offer: Ready to build your own referral-generating event plan? The next Event Mastery class starts June 3! Learn how to create impactful, relationship-building events that generate consistent referrals. Register now at www.EventMastery.com

Don't Miss SPF Live at My Gym in NJ on July 18th and 19th!https://events.vincegabriele.com/july2025 In this episode of the Ask Vince Podcast, Vince keeps it real, sharing no-nonsense insights that every fitness business owner needs to hear. He kicks off by spotlighting the upcoming Mastermind Event on July 18th and 19th at Gabriele Fitness—a game-changing experience designed to help you maximize your gym's revenue, keep clients longer, and build a rock-solid community.But this episode isn't just about making money—it's about mindset, accountability, and making your health a priority. Whether you're crushing it or barely keeping your head above water, Vince's honest, straight-talk approach will hit home. Key Topics Discussed:1. Mastermind Event Announcement:Vince breaks down what you can expect at the event, including powerful strategies for increasing your gym's lifetime customer value. If you're serious about your business, this is a can't-miss opportunity. 2. Understanding Lifetime Customer Value (LCV):Vince gets into the nitty-gritty of how to boost your revenue through three main drivers:Stay Longer: Proven ways to keep your clients coming back.Pay More: Smart pricing strategies that don't scare clients away.Refer More: How to turn your happiest clients into your biggest advocates. 3. The Power of Accountability:You don't need more yes-men. You need friends who aren't afraid to call you out when you're slacking. Vince talks about the value of having people in your life who keep you honest—whether it's about your business or your personal health. 4. Health as an Asset or Liability:Vince pulls no punches as he explains why business owners often let their health fall apart and how this can destroy your success. It's a wake-up call for anyone who thinks they can “figure it out later. 5. Value Over Price:Stop fixating on what you charge—start obsessing over the value you deliver. Vince shares how creating memorable experiences and personalized touches can keep clients around for years. Don't Miss SPF Live at My Gym in NJ on July 18th and 19th!https://events.vincegabriele.com/july2025  If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings

Featuring a slide presentation from Dr Matthew Matasar and related discussion from Dr Carla Casulo, Dr Matasar and Dr Laurie H Sehn, including the following topics: Overview of Chimeric Antigen Receptor (CAR) T-Cell Therapies for Relapsed/Refractory Follicular Lymphoma (FL) (0:00) Case: A man in his late 60s with relapsed FL who received axicabtagene ciloleucel (axi-cel) but experienced cytokine release syndrome, immune effector cell-associated neurotoxicity syndrome and chronic cytopenia (3:50) Published Clinical Data Involving Axi-cel (10:24) Case: A man in his mid 60s with multiple comorbidities and progressive FL who received tisagenlecleucel (tis-cel) (15:34) Published Clinical Data Involving Tis-cel (19:47) Case: A woman in her late 40s with multiple comorbidities and refractory FL who received lisocabtagene maraleucel (liso-cel) after prior mosunetuzumab (22:43) Published Clinical Data Involving Liso-cel (26:05) Incidence and Management of Toxicities Associated with CAR T-Cell Therapy (27:48) Sequencing Considerations and Ongoing Trials Involving CAR T-Cell Therapy (30:35) Practical Considerations and Referrals for CAR T-Cell Therapy Administration (31:59) CME information and select publications

In this emotional and inspiring episode, Scott sits down with Tennyson Jacobson—author, business owner, and survivor—to unpack her deeply personal memoir, The Mother of All Days. Tennyson shares the harrowing story of a violent home invasion that changed her life forever, and the healing journey that followed. This is about more than trauma—it's about reclaiming identity, building strength, and finding purpose.

Brandon Barnum often referred to as the “King of Referrals,” is an award winning serial entrepreneur, coach, consultant, speaker, trainer, and workshop leader. He serves as CEO of HOA.COM – the #1 Referral Network for Home Service Professionals, and as the Chairman of the Board for The Champions Institute. He is also the author of four #1 best selling books in the Raving Referrals book series. He is a highly sought-after expert in referrals, marketing, sales, joint ventures, business development, and business growth strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Richards shares his innovative approach to getting client referrals, moving away from traditional uncomfortable methods to a more authentic strategy that focuses on genuine conversations over coffee. Through real examples and success stories, Carl demonstrates how asking clients for business development advice can lead to unexpected opportunities and valuable relationships.

Marc Jarrett, global networking expert, shares about the power of WhatsApp and how you can use the platform to connect locally and internationally. Learn more at https://www.virtualpowernetworking.com/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it's not the only way. Abby Salameh, Chief Growth Officer at RFG Advisory, dives deep into what's working right now when it comes to client acquisition for top-performing financial advisors. Abby shares insights into four primary strategies her … Continue reading Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh →

Welcome to Sell With Authority! I'm Hannah Roth, Director of Strategy and resident mad scientist here at Predictive ROI. And before you double-check your podcast app — yes, you are in the right place. If you've been a longtime listener, you're probably used to hearing Stephen kick things off. But today, I've hijacked the mic for a good reason. Stephen's daughter is about to graduate; CONGRATS to the whole Woessner crew! We've gently nudged him off the show for the next few weeks so he can enjoy that special time with his family. In the meantime, I'll be your host for the next four episodes, and I'm really excited about what we have planned. Each week, I'll be joined by Erik Jensen, my strategic co-pilot, co-owner, and our Chief Strategy Officer here at Predictive. We are in the trenches every day working with agency owners, helping them navigate the big challenges that hold them back from scaling with confidence. Erik and I are kicking off a four-part series about why agencies struggle with sales — and more importantly — what to do about it. In today's episode we focus on what we call “The Referral Trap.” Referrals are great… until they're not. Too many agencies rely on them as their primary source of new business — but that's risky. We discuss why the illusion of “plenty of referrals” is so dangerous, and what to do before they dry up without warning. What you will learn in this episode: Why so many agency owners fall into the “referral trap” The not-so-obvious risks of relying on referrals How passivity with prospects infects your sales culture — and leads to missed revenue from both new prospects AND existing clients The candid truth about “not having time” for sales A rock solid step-by-step way to take control of your biz dev Why your list is one of the most important assets that your agency can have How to assess if your list is actually filled with viable prospects Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Erik's LinkedIn: http://www.linkedin.com/in/erik-jensen-b9946068/ Hannah's LinkedIn: https://www.linkedin.com/in/hannah-roth-387a6b223/ Order your free paperback or Kindle copy of our Book: Sell with Authority

Title: Why Introverts are Taking Over the Sales Profession...and What To Do About It! Host: Michael J. Maher Guest: Ashley Harwood Description: In this empowering episode of the Referrals Podcast, Michael J. Maher sits down with Ashley Harwood to talk about a surprising trend: introverts are not only surviving but thriving in the world of real estate and sales. Ashley, a self-identified introvert and highly successful real estate professional, shares insights from her brand-new book Move Over Extroverts – How to Build a Successful Real Estate Career as an Introvert. Together, they explore the misunderstood strengths of introverts, strategies for managing energy, and how systems like the Generosity Generation can help agents of all personality types succeed. Whether you identify as an introvert, extrovert, or ambivert, this episode delivers valuable takeaways for building an authentic, relationship-based business that doesn't burn you out. (7L) Referral Strategies and Podcast Topics: Energy, Introvert, Events Special Offer: Ashley Harwood's new book Move Over Extroverts – How to Build a Successful Real Estate Career as an Introvert is now available! Grab your copy and access practical tools and downloadable resources to help you build a thriving career that fits your personality. Plus, don't miss out on the next session of Event Mastery, the signature course inside Referral Mastery Academy, launching June 3rd. Learn how to host value-filled events that attract referrals—perfect for introverts and extroverts alike. Visit www.EventMastery.com to learn more and register today!

Why do your team members shy away from asking for referrals? It's not just about the scripts! Join me as I unpack the science behind referrals and share strategies to make the process feel natural and effective. We explore why traditional asking methods often fail and how to shift your approach. Say goodbye to uncomfortable asks and hello to authentic connections! Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/361

Your brain does all sorts of amazing things. One is keeping track of all your contacts and connections. Sciences is discovering that much of this happens while you sleep. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!  In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.   What You'll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors  ✅ How to avoid common tax-reporting mistakes that cost clients  ✅ The power of proactive CPA collaboration and how to simplify the process  ✅ Easy, actionable tax planning strategies for advisors at every level  ✅ How to build repeatable systems for tax conversations all year long  Tax planning doesn't have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 

In this episode of Grow a Small Business, host Troy Trewin interviews Tiffany Alexander, Fund Manager and Owner of Aspen Sage Fund, about her 20-year journey from aspiring astronaut to successful real estate investor. Tiffany shares how she built a 30-person team, scaled to 17 rental doors, and transitioned into note investing to reclaim her time and boost returns. She explains how Aspen Sage Fund specializes in acquiring and restructuring distressed mortgage debt, helping families stay in their homes. Her story highlights the power of mindset, growth, and adapting to market shifts. This episode is packed with insights for anyone in real estate or looking to scale a small business. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Tiffany Alexander, the hardest part of growing a small business is facing moments of financial uncertainty—when you feel like you can't keep going and don't know where the next penny will come from. Especially in real estate, she highlights the challenge of being "property rich and cash poor," where assets are tied up but liquid funds are lacking. What's your favorite business book that has helped you the most? Tiffany Alexander's favorite business book that has helped her the most is Multiply Your God-Given Potential by John Bevere. She appreciates how the book challenges business owners to go beyond personal success by using their talents to give back, grow further, and make a greater impact rather than settling after reaching initial goals. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Tiffany Alexander recommends the Lucky Titan podcast by Josh Tapp as a great resource. She values it for its strong focus on marketing, which she believes is essential for business growth. She also emphasizes the power of referrals and using a CRM to track them as key tools for small business success. What tool or resource would you recommend to grow a small business? Tiffany Alexander recommends using a white-labeled version of Pantheon Connect, a tool that helps manage and leverage LinkedIn connections for referrals. She values it for enabling her to build trust, request introductions, and expand her network effectively—crucial for growing a small business through relationships. What advice would you give yourself on day one of starting out in business? Tiffany Alexander's advice to herself on day one of starting out in business would be: “Ask more people. Don't be afraid to ask a dumb question. Ask. Don't quit on asking.” She believes staying quiet slows down progress and that growth comes from seeking help and information early and often. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Ask more people—growth begins the moment you stop being afraid to ask – Tiffany Alexander The master has failed more than the beginner has ever tried—keep going – Tiffany Alexander Being property rich and cash poor taught me the true cost of holding assets – Tiffany Alexander      

Are you tired of chasing customers—and ready to build a brand that creates loyalty, referrals, and lasting impressions?

In this episode we discuss why picking a niche isn't just smart, it's a shortcut to success.In this episode of The Max Revenue Show, Trey Shields and Micah Salas break down how niching down can simplify your entire sales process, build your authority faster, and make prospecting feel effortless.Inside you'll learn:- Why a niche makes you more confident and credible- How to start narrow—even if you're brand new- Why speaking your client's language gives you an unfair advantage- How niching turns cold calls into warm conversationsWhether you're a new insurance producer or a seasoned vet stuck in generalist hell, this episode gives you a blueprint to stand out, sell faster, and grow your book with less stress.Resources Mentioned:Sign up for The Max Revenue Letter here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.com/subscribe⁠⁠⁠⁠⁠Grab The Producer Playbook here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxrevenuegroup.kartra.com/page/playbookTimestamps:00:00 – Intro01:34 – Why niche down?04:15 – What makes a good niche07:42 – How to learn a market fast10:21 – Speaking the language of your prospects13:05 – Referrals and reputation16:40 – Closing thoughts + golf talkLike the episode?Subscribe for weekly episodes on growing your book of business, cold calling, marketing, and all things producer life.

They call it “Wellness on Wheels”.   In an effort to provide easier access to healthcare, RiverStone Health, Yellowstone County's Health Department, now has a new 40-foot mobile health clinic to provide healthcare services to local schools, and even the outlying communities around Billings.In an interview with KGHL Radio, Jonathan Forte, the President and CEO of RiverStone Health, describes the launch of the new mobile vehicle, and the type of health services it will bring.RiverStone calls it:  “Healthcare that meets you where you are”, emphasizing that their Wellness On Wheels mobile unit will bring high-quality, compassionate primary healthcare to a location that is convenient for you.Services that could be provided by RiverStone Health's “Wellness on Wheels” mobile clinic include:·      Check-ups ·      Immunizations·      School and sports physicals·      Well-child checks and adolescent check-ups·      Urgent care – sore throats, colds, fevers·      Wound care·      Care for chronic illnesses like diabetes &asthma·      Limited lab tests·      Dental education·      Referrals for behavioral health services·      Referrals to community resources·      Assistance with health insurance options CLICK HERE to listen to KGHL's interview with Jon Forte, President and CEO of RiverStone Health.

Referrals are great—until you're ready to grow. In this episode, Mike Campion and Jackson Pinkoski break down why predictable marketing systems beat hoping and waiting for word-of-mouth. You'll hear real client stories, including one cleaning company owner who thought her hiring funnel was broken (spoiler: it wasn't) and another who panicked over a $1,500 ad bill—until the math proved it was a goldmine. If you want to grow your cleaning business with confidence, this episode is your no-fluff guide to tracking the right data and ditching the drama. Plus, get simple steps to calculate your cost per lead, sale, and ROI. It's data-driven, Mike-style truth bombs—don't miss it!   Love the idea, but find it overwhelming? Want to learn the next steps like, what to actually say on the call? Jump on a call with one of our coaches and learn strategies on how to grow your cleaning company and start loving your job every day! Book here  

***Guest AppearanceCredits to:https://www.youtube.com/@EG_Developer "The Art of Raising Capital"https://www.youtube.com/watch?v=oo0HNrZOvtI If you're a real estate investor or developer wrestling with the age-old question—how do I find funding for my deals?—You're not alone. Most of us start in the same place: we turn to banks, endure rigorous credit checks, and cross our fingers that the funds come through. But as veteran investor Jay Conner shared in his interview with Eugene Gershman, there's a better way: Raising Private Money.In this episode, we'll break down Jay's method for leveraging private lenders—a system that not only allows you to fund deals quickly but puts you firmly in the driver's seat.The Bank Shutdown That Sparked a ChangeJay's journey into private money began out of necessity. For years, he'd relied on banks, but in 2009, his line of credit was abruptly closed. With deals under contract and no financing in sight, he asked himself, “Who do I know that can help?” That call led him to the world of private money, where individuals, often using their retirement funds, can invest in real estate for higher, safer returns.Don't Beg for Money: Teach InsteadOne of Jay's core philosophies? Don't chase money—attract it by teaching. Instead of pitching individual deals with desperation, Jay developed a private money “program.” He educated potential lenders on what private money is, how it works, and why it's mutually beneficial—all before bringing any specific investment opportunity to the table.By wearing his “teacher hat,” he positioned himself as a knowledgeable, trustworthy guide rather than someone begging for help. This simple shift allowed him to raise over $2 million in 90 days.The Secret: Separate the Funding Conversation from the DealJay Conner emphasizes that the worst time to raise money is when you need it urgently for a deal; desperation has a scent that savvy investors can detect. Instead, he recommends cultivating interest in your program beforehand. Explain your investment approach, outline your terms (like 8-10% interest, first or second lien position, borrowing up to 75% of after-repair value), and show potential lenders how their money is protected.When a deal arises, you call with “great news”—not a desperate plea. The money is already pledged, and investors are ready and waiting.Indirect Outreach: Ask for Referrals, Not FundsA genius part of Jay's approach is the indirect ask. Rather than pitching investments directly, he'd connect with well-networked locals (like the town's original Zenith TV dealer!), share that he's helping people earn high rates of return, and ask for referrals. More often than not, people would express interest themselves or spread the word to their circles.This reflective, relationship-driven technique allowed Jay to build a network of 47 private lenders, most of whom had never even heard of private money lending before he educated them.Scaling Up: From Small Deals to MillionsIs this approach scalable? Absolutely. Whether you need $500,000 or $10 million, Jay's model works by adapting your outreach. For example, he's raised nearly a million dollars in a single luncheon by teaching his program to a room of community influencers. He regularly uses presentations, podcasts, and word-of-mouth to reach potential lenders, rather than relying solely on one-on-one conversations.The Role of Self-Directed IRAsA powerful hack in the private money world is using self-directed IRAs. Many investors have retirement funds languishing with low returns. By educating them on how to use these funds for private lending, J

In this solo episode, Scott answers a listener request (shoutout to Ashley Himes!) and dives deep into one of the most underrated growth levers in your business: team meetings. If your meetings feel like a waste of time, this episode will flip that on its head—and give you a blueprint for energizing, efficient, and culture-building gatherings that actually move the needle.

Kari Hargrave is the definition of grit, creativity, and community. From launching a scratch insurance agency in a town with no stoplights to bagging groceries for free just to meet people, Kari's story is a masterclass in hustle, heart, and doing things differently. In this conversation, Scott and Kari unpack what it really takes to build a business, a brand, and a life you're proud of—without losing your humanity along the way.

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Amanda Jones interviews Michael Preece, the Connector in Chief at Business Networking Advantage Australia. Michael shares how he built a thriving statewide network of six groups across Tasmania over the past 11 years. Starting as a photographer, he leveraged his passion for genuine relationships into a powerful business referral system. Michael offers practical tips on networking, building trust, and the importance of making one meaningful new connection each week. Key Takeaways for Small Business Owners: Focus on Relationships Over Sales: Networking is not about pitching—it's about building genuine, value-driven relationships that lead to long-term business opportunities. Set Realistic Networking Goals: Don't aim to meet everyone in the room. Instead, target 3–4 meaningful conversations at each event to build quality connections. Consistently Grow Your Network: Make it a weekly habit to meet at least one new person in business. Over time, this compounds into powerful referral and support networks. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Never Underestimate Who People Know: A contact may not become a client—but they might introduce you to someone who is. Treat every connection as a gateway to broader networks. Use Simple Tools Effectively: A well-organized contact system (like Outlook synced to your phone) can act as a lightweight CRM to manage relationships and follow-ups. Track and Show the Value of Networking: Leverage tools or systems that give transparency into referrals and business growth so you can clearly measure the ROI of your networking efforts. One action small business owners can take: According to Michael Preece, one action a small business owner should take is to meet one new business contact each week with the genuine intent to build a relationship—because you never know who they know or where that connection might lead. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

Struggling to make LinkedIn work for your small business? In this episode, I sit down with Michael Clark from Athletic Koala, a digital marketing expert who's cracked the code on using LinkedIn for real business growth — especially in 2025. We dive into how to build a community on LinkedIn, use content to position yourself as a subject matter expert, and why giving away your best knowledge is the best marketing strategy you've got. You'll learn why old-school Facebook and Google Ads just aren't cutting it anymore, how to get over your fear of video, and exactly what types of posts are working on LinkedIn right now. This one's practical, insightful, and peppered with Michael's signature wit and wisdom — perfect for small biz owners who are ready to make LinkedIn their top sales platform.  

Ready to attract more agent referrals without cold calling? Click the link below to join the VIP waitlist for the Agent Referral Accelerator. Spots are limited, and this opportunity won't come around again at this level—so don't wait.Join the VIP Waitlist Here.

Lucie Content founder and CEO, Craig Lucie, shares how every has a breaking news story to someone and we all have the means to capture the attention of others. Learn more at https://luciecontent.com/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

In this episode of our scenario series, I tackle a question from a financial advisor who is unsure how to connect with a potential referral source without risking their relationship. We explore the science behind referrals and why asking for them directly can sometimes shut down the very connections we hope to build. I'll also share strategies to help you reach out effectively while respecting your relationships. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/360

It seems that there is lots going on in the world these days. There always has been. Whatever it is, try not to allow those events impact your relationships with those in your orbit. For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate!What you'll learn in this episode:The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiencesThe role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firmHow to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Title: How to Maximize a New Listing (Seller Agent Mastery) with Michael J. Maher Host: Michael J. Maher Description: In this high-impact solo episode, Michael J. Maher reveals how to turn one listing into many opportunities. Inspired by a conversation in the GenGen Facebook group, this training dives deep into the strategies agents can implement immediately to gain more exposure, generate more leads, and get listings sold faster. Michael breaks down the three core components of listing success—Pricing, Product, and Promotion—and shares both timeless principles and out-of-the-box ideas (like limousines to open houses!) that are working right now in today's market. Whether you're a seasoned pro or just starting out, this episode is packed with actionable insights to help you maximize every listing. (7L) Referral Strategies and Podcast Topics: Seller Agent Mastery Special Offer: Become a member of our Generosity Generation group! A safe place for referral minded professionals to learn and connect. www.JoinGenGen.com

In this episode, Dan Rochon shares a powerful yet often overlooked moment in the client relationship—when they say “thank you.” He reveals the exact words to respond with, and how that small shift can unlock a steady stream of referrals. You'll learn how to use that moment to deepen trust, build long-term relationships, and create organic growth in your business. Dan also explains how changing your script and mindset around gratitude can help you take control of your schedule and turn everyday interactions into opportunities for success.What you'll learn on this episodeAlways prioritize your schedule: time off, lead gen, then appointments.The perfect time to ask for referrals is right after a client says "thank you."Replace “no problem” with “you're welcome” — and follow with a smart, structured referral ask.Use embedded commands to subtly lead clients toward referring you.Clients refer to make themselves look good — tap into that.Resources mentioned in this episodeOn-Demand Training: Full buyer and seller process trainingReferral Script: Turn “thank you” into referralsEmbedded Commands Guide: Quick intro to subconscious influenceListing Prep Steps: 7-touch system before your appointmentTeach to Sell System: Real-world framework to consult and get hired To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan Rochon

In this conversation, Dylan Silver interviews Susan Chung, a successful realtor in New York City, who shares her journey into real estate, her strategies for building a client base, and the importance of referrals. Susan discusses her transition from rentals to sales, the challenges she faced, and how she scaled her business. She emphasizes the significance of networking, effective communication, and maintaining relationships with clients to ensure repeat business. Susan also shares insights on working with different types of clients and the importance of understanding their needs.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there's a fee for your time, expertise, and services outside your core offerings. You'll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy.We'll reframe the mindset around charging for “quick” advice and explore how to confidently show the value behind your experience. This episode is your reminder that quick doesn't mean cheap, and your efficiency is a gift—one worth charging for.-----------------------Register HERE for the Asset+Map Webinar!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

What if your billboard made someone's day—and landed a case? Sam Aguiar doesn't just run a PI firm. He runs a referral engine powered by over-the-top service and community connection. In this episode, Sam Aguiar shares how his firm built loyalty for life with bold client care, from mental-health-boosting billboards to 3-person legal pods and a “bigger share guarantee.” You'll learn: How surprise and delight marketing actually drives intake The 3:1 team structure that keeps clients informed and happy Why one-time gifts can create lifetime value How Sam achieves a 6.5-month case timeline without cutting corners If you like what you hear - we do this every week. Learn how to build the personal injury law firm of your dreams - its easy. Just hit subscribe/follow. PIMCON 2025 Tickets On Sale Now. Get yours today! Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok Take our listener survey.

You don't need a huge ad budget to fill your schedule. In this episode, Doc Danny shares 7 totally free ways to start getting patients—fast. These tactics are perfect if you're in the early stages of your clinic, trying to get scrappy, or just moved to a new area. He breaks them down in under 7 minutes, with no fluff—just practical, actionable steps.

Carolyn Cooper shares how igniting authenticity, purpose, and passion is the elixir to draw quality people to you as well love what you do and enjoy the people you do it with. Learn more at https://www.theinspiredconnection.ca/ For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Welcome to The Level Up Podcast! In this episode, Paul Alex shares a game-changing strategy to supercharge your business: building a referral-driven system. Referrals are the lifeblood of a thriving business—they're cost-effective, trust-filled, and unstoppable when done right.What You'll Learn in This Episode:Deliver Unmatched Results: Learn why exceeding client expectations is the foundation of a referral empire.Ask and You Shall Receive: Stop waiting for referrals to fall into your lap—Paul explains how to ask for them like a pro.Reward Your Advocates: Discover the importance of showing gratitude to those who send business your way and how to keep them coming back.

Title: This Mother of 5 Kids Under 7 got 763 Referrals Last Year and She Shares EXACTLY HOW Host: Michael J. Maher Guest: Flor De Maria McNally Description: In this inspiring episode, Michael sits down with Flor De Maria McNally, a top-producing Realtor licensed in Ohio, Kentucky, and Indiana who has built her real estate business almost entirely by referral. Her signature move? Hosting housewarming parties for every buyer she serves. Flor shares how this strategy creates deeper relationships, generates consistent referrals, and celebrates her clients in a meaningful way. She also opens up about balancing a busy real estate business with raising five children, and why empowering the Latino community through education is one of her biggest missions. If you're looking to grow your business with authenticity, joy, and generosity, this episode is for you. (7L) Referral Strategies and Podcast Topics: Events, Housewarming Party Special Offer: Get the complete Housewarming Party System at www.HousewarmingParties.com and use the code Podcast50 for $50 off your purchase!

Welcome to the first episode of our new Scenario Series, where I address real-life questions and situations that you, my listeners, encounter on your referral journey. Have you ever wondered why you're not receiving referrals from your clients' friends and colleagues? I'll break down how to approach this scenario and gather the information you need to boost your referral game. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/359

Weddings. Birthdays. Specials occasions. If you feel compelled to give a gift, do so. But does being on time really matter? For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

Want to know how to build an engaged community of raving fan clients who feel truly connected to your business? You're in the right place! Eric Thompson welcomes Michigan Ninja extraordinaire, Jon Zickert, and his Ninja Leadership Coach, Tracy Peterson-Nienaber, to the Ninja Selling Podcast. Jon shares the innovative strategies that have not only fueled impressive business growth (increasing volume by 38% in one year!) but have also fostered a vibrant team culture and a loyal client following. Dive deep into the concept of the "Z Crew," Jon's exclusive client community designed to maintain connection and provide ongoing value long after the transaction closes. Learn how this initiative, born from a desire to reconnect with past clients, utilizes branded events, targeted communication (including two monthly postcards!), and exclusive perks to make clients feel special and valued. Jon details the structure, benefits, and reception of the Z Crew, offering a replicable model for building your own client tribe. Beyond the Z Crew, Jon discusses the importance of team culture, starting meetings with gratitude, focusing on process over results, and the impact of consistent Ninja practices. He also shares takeaways from attending Ninja Now and the profound effect Ninja coaching with Tracy has had on making him feel truly "on purpose" in his business, leading to greater success and more personal time off. Join the community of 16,000+ Ninjas on the Ninja Selling Podcast Facebook Group for more valuable insights, collaboration, and networking opportunities! Leave a voicemail at 208-MY-NINJA if you'd like to offer more direct feedback. Be sure to check out Ninja Selling Events for upcoming installations and other events, and if you'd like personalized help in achieving your goals, visit Ninja Coaching to connect with one of our fantastic coaches. Episode Highlights: Introducing Jon Zickert (Michigan Ninja) & Tracy Peterson-Nienaber (Ninja Leadership Coach) Jon's Impressive Team Growth & Performance (120+ transactions, $55M+ volume) Building Team Culture: Starting Weekly Meetings with Gratitude The Core Question: How Will This Provide Value to the Recipient? Introducing the "Z Crew": Creating an Exclusive Client Community The Origin Story: Reconnecting with Past Clients Post-Installation Z Crew Mechanics: Invites, Events, Branding, and Exclusivity Benefits of Z Crew Membership: Gifts, Flow Plan (Email & 2x Postcards/Month), Events, Referrals, Vendor Access The Power of Invitation & Connection (Even if Clients Can't Attend Events) Jon's Ninja Now Takeaways: Doubling Down on the Ninja 9, Process Over Results The Impact of Ninja Coaching: Feeling "On Purpose" and Achieving Work-Life Balance Jon's "House" Analogy: Mindset (Foundation), Skillset/Ninja 9 (Roof), Action/Relationships (Framing) Key Takeaways: "...finished 24, serving 120 clients, but our volume went up 38% to 55 and a half million. So attribute a lot of that to the Ninja System." "We started off each meeting with sharing one gratitude... it kind of just starts that meeting out on that great mindset." "...anything we do with our business, we ask ourselves one question... how will it provide value to the recipient...?" "We wanted to create a community where past clients, friends or neighbors... we can stay connected, feel part of the journey." "...it's the thought of us inviting them to be part of something different and the ability for us to reach out to them..." "It doesn't matter even if they come or not. We want them to come... but all the people that can't... they're still feeling very connected to you. And that was... the intent of the task." "I don't need anything else, shiny or new... I just need to double down on the Ninja 9." "...my team has always been process focused, not results focused." "...for the first time in my career, I feel like I'm on purpose..." "Mindset's the foundation, skill set are the Ninja 9... actions really are your interactions with your people..." "Surround yourself with good people and good things are going to happen." Links: Website: http://www.NinjaSelling.com/Podcast  Email: TSW@NinjaSelling.com  Phone: 1-800-254-1650  Podcast Facebook Group: http://www.facebook.com/TheNinjaSellingPodcast  Facebook: http://www.facebook.com/NinjaSelling  Instagram: @NinjaSellingOfficial  LinkedIn: https://www.linkedin.com/company/ninjaselling  Upcoming Public Ninja Installations: https://NinjaSelling.com/events/list/?tribe_eventcategory%5B0%5D=183&tribe__ecp_custom_2%5B0%5D=Public  Ninja Coaching: http://www.NinjaSelling.com/course/ninja-coaching/

In this episode, Bradley sits down with Scott Grates — national best-selling author, entrepreneur, TEDx speaker, and highly sought-after coach for small business owners. Scott shares his journey of starting multiple businesses from scratch and scaling them into multi-million dollar operations, all while competing against large corporate players.Scott dives into his latest book, Referrals Done Right, and unpacks the Infinite Referral Advantage system — a simple yet powerful framework that helps entrepreneurs build lasting partnerships within their communities. From collaborating with fellow small business owners to partnering with local schools and community organizations, Scott reveals how relationship optimization is the new secret weapon for sustainable business growth.As a father of three, Scott also discusses his passion project: preparing students for real-world success before they ever leave the classroom. Whether you're looking to build deeper connections, amplify your local impact, or simply generate more qualified referrals, this conversation is packed with practical takeaways you can start using immediately.Connect with Scott on LinkedIn: https://www.linkedin.com/in/scottgrates/Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!